The real estate industry is constantly evolving, and as we step into 2023, it’s becoming increasingly apparent that agents need to adapt to the changing landscape to remain competitive.
The days of relying solely on a charming personality and hard work are behind us.
Today’s real estate agents need to leverage the power of technology to streamline their workflow, enhance their productivity, and ultimately, provide an exceptional client experience.
8 Best types of real estate software
In this blog post, we’ll explore the essential real estate software that every modern agent should have in their arsenal.
Whether you’re an experienced professional looking to enhance your existing toolkit or a new agent just starting out, this guide will equip you with the knowledge you need to succeed in the dynamic and fast-paced world of real estate.
1. Chanty: collaboration tool for real estate agents
Chanty is a powerful collaboration tool that can help real estate agents work more efficiently and communicate more effectively with their colleagues and clients. Here are some key features of Chanty that make it an essential tool for real estate agents in 2023:
- Team communication: Chanty allows real estate agents to easily communicate with their colleagues and clients in real-time, whether in the same office or working remotely.
- File sharing: Chanty makes it easy to share documents, images, and other files with team members and clients, eliminating the need for lengthy email threads or file transfers.
- Task management: With Chanty, real estate agents can create and assign tasks to team members, set deadlines, and track progress, ensuring that everyone is on the same page and nothing falls through the cracks.
- Integration with other tools: Chanty integrates with a wide range of other tools and services, including Google Drive, Trello, and Zapier, making it easy to streamline your workflow and keep all of your important data in one place.
Chanty offers a range of pricing plans to suit different needs and budgets, including a free plan for small teams and startups. Paid plans start at $3 per user per month and include additional features like unlimited message history and file storage, screen sharing, and video calls.
Chanty has received positive reviews from users and experts alike, with many praising its intuitive interface, robust features, and affordable pricing. On G2, a popular review site for business software, Chanty has an overall rating of 4.5 out of 5 stars, with reviewers citing its ease of use, file-sharing capabilities, and team collaboration features as standout strengths.
2. Trello: a project management tool for tracking tasks and deadlines
Trello is a widely used project management tool that can simplify task tracking and deadline management for real estate agents. If you’re an agent looking to stay organized and on top of your workload, Trello is definitely worth considering. Here are some of Trello’s key features that make it a must-have tool for real estate professionals in 2023:
- Boards, Lists, and Cards: Trello’s interface consists of boards, lists, and cards. Real estate agents can create boards for each property or project, lists for each stage of the process, and cards for individual tasks.
- Collaboration: Trello allows real estate agents to collaborate with other team members and clients in real-time. They can assign tasks to team members, add comments, and share files.
- Automation: Trello offers automation tools that can save time and simplify the workflow. Agents can create rules to automatically move cards, assign tasks, and set due dates.
- Mobile app: Trello has a mobile app that enables agents to manage tasks on the go.
Trello offers a free version with basic features. The paid version, called Trello Business Class, costs $12.50 per user per month and includes additional features such as custom backgrounds, priority support, and automation.
Trello has received high ratings from users and critics alike. It has been praised for its simplicity, versatility, and ease of use. Many real estate agents have found Trello to be a valuable tool for managing their workload and improving their productivity.
3. DocuSign: an electronic signature software for easy and secure document signing
DocuSign is an electronic signature software that has revolutionized the way real estate agents and clients sign documents. In 2023, as more real estate transactions move online, DocuSign has become an essential tool for streamlining the document signing process and ensuring a secure and efficient transaction.
Here are some key features of DocuSign that make it an essential tool for real estate agents in 2023:
- Electronic signatures: DocuSign allows real estate agents and clients to sign documents electronically, eliminating the need for paper documents and streamlining the signing process.
- Secure document storage: DocuSign provides secure and encrypted document storage, ensuring that important real estate documents are safe and easily accessible.
- Mobile app: DocuSign’s mobile app allows real estate agents and clients to sign and manage documents on the go, making it easy to complete transactions from anywhere.
- Integration with other tools: DocuSign integrates with a variety of other tools commonly used by real estate agents, including Dropbox, Google Drive, and Salesforce, making it easy to incorporate into existing workflows.
DocuSign offers a variety of pricing plans, ranging from a basic free plan to more advanced plans with additional features. Pricing is based on the number of users and documents signed per month.
DocuSign is highly rated by real estate professionals and has received positive reviews for its ease of use, security, and flexibility. It is a trusted tool used by real estate agents and clients around the world to simplify the document signing process and streamline transactions.
4. Google Workspace: A suite of productivity tools for email, calendar, and cloud storage
Google Workspace, formerly known as G Suite, is a powerful suite of productivity tools that can help real estate agents work more efficiently and effectively. This suite includes a variety of applications such as Gmail, Google Calendar, Google Drive, Google Docs, Google Sheets, and more, which allow real estate agents to manage their emails, appointments, and documents in one centralized location.
Here are some key features of Google Workspace that make it an essential tool for real estate agents in 2023:
- Gmail: With a professional email address using your own domain name, you can easily manage all your emails in one place with Google Workspace’s Gmail. You can also take advantage of Google’s advanced spam filtering to keep your inbox clean and organized.
- Google Calendar: Keep track of your schedule with Google Calendar, which can be synced across multiple devices. You can also create events and share your calendar with colleagues or clients to schedule meetings or property showings.
- Google Drive: Google Drive is a cloud-based storage solution that allows you to store and access your files from anywhere. You can also collaborate on documents in real-time with colleagues or clients using Google Docs, Sheets, or Slides.
- Google Meet: With Google Meet, you can host video meetings and conference calls with up to 250 participants. This tool also includes features like screen sharing and recording.
- Security: Google Workspace provides robust security features, including two-factor authentication and advanced spam filtering, to protect your data from unauthorized access.
Google Workspace offers different pricing plans depending on your business needs. The basic plan starts at $6 per user per month, while the Business Plus plan, which includes additional security features, starts at $18 per user per month.
Google Workspace has received positive ratings from users for its ease of use, reliability, and collaboration features. On G2, a popular software review platform, Google Workspace has a rating of 4.4 out of 5 stars based on over 11,000 reviews.
5. Matterport: A 3D virtual tour software for immersive property walkthroughs
Matterport is a cutting-edge 3D virtual tour software that is quickly becoming a must-have real estate software in 2023. This powerful software enables agents to create immersive property walkthroughs that provide potential buyers with a realistic sense of a property’s layout, size, and features. Here are some key features of Matterport that make it an essential tool for real estate agents:
- Immersive 3D virtual tours: Matterport’s software allows agents to create 3D virtual tours that enable potential buyers to explore a property from any angle, providing a realistic sense of the space.
- Accurate measurements: Matterport’s software can provide accurate measurements of a property, including room dimensions, ceiling heights, and square footage.
- High-quality visuals: Matterport’s software provides high-quality visuals that showcase a property’s features in stunning detail, including HDR photography, 360-degree panoramas, and floor plans.
- Custom branding: Agents can customize their virtual tours with their branding and messaging, helping to build brand recognition and increase exposure.
- Integration with other tools: Matterport can integrate with other real estate software, such as MLS listings, making it easy for agents to showcase their virtual tours to potential buyers.
Matterport offers a range of pricing options for real estate agents, starting at $9.99 per month for a basic plan and going up to $309 per month for a premium plan. The pricing varies based on the number of properties you want to create virtual tours for and the features you require.
Matterport has an impressive rating of 4.5 stars on Trustpilot, with users praising its ease of use, high-quality visuals, and immersive virtual tours. The software is quickly becoming a popular choice among real estate agents, with many reporting that it has helped them sell properties faster and more efficiently.
6. ProofHub: a project management software
ProofHub is a cloud-based project management and collaboration software that is designed to help teams streamline their work and deliver projects more efficiently. It offers a range of features for managing tasks, collaborating with team members, and tracking progress in real-time.
- Task Management: Agents can create and assign tasks, set deadlines, and track progress using interactive Gantt charts.
- Team Collaboration: ProofHub provides a centralized space for team collaboration, where agents and their team can communicate, share files, and collaborate on projects.
- Time Tracking: Agents can track the time spent on each task, project, or client to ensure accurate billing and invoicing.
- Project Templates: ProofHub offers a range of project templates that can be customized to suit the needs of real estate agents, making it easier to get started on new projects.
- Third-Party Integrations: ProofHub integrates with a range of third-party apps, including Google Drive, Dropbox, and Zapier, making it easy to integrate with your existing workflow.
ProofHub offers several pricing plans to suit different needs and budgets. The plans include an essential plan for $45/month (billed annually) or $50/month (billed monthly). Ultimate control is $89/month (billed annually) or $99/month (billed monthly). Custom plan for larger teams or enterprises where ProofHub offers custom pricing based on specific requirements.
ProofHub has received high ratings from users, with an average rating of 4.6 out of 5 on Capterra and 4.7 out of 5 on Trustpilot. Users praise ProofHub for its ease of use, intuitive interface, and powerful features, but some have noted that it can take some time to learn how to use all the features effectively.
7. Clockify: a time tracking software
Clockify is a popular, free time tracking tool that is highly beneficial for real estate agents. It is an intuitive, user-friendly, and easy-to-use tool that helps agents manage their work hours and improve their productivity. With Clockify, agents can easily track their work hours and billable hours, as well as track call times with potential buyers and schedule meetings.
- Task Management: With Clockify, real estate agents can create and assign tasks, set deadlines, and track progress using interactive Gantt charts.
- Team Collaboration: Clockify provides a centralized space for team collaboration, where agents and their team can communicate, share files, and collaborate on projects.
- Time Tracking: Agents can track the time spent on each task, project, or client to ensure accurate billing and invoicing with individual and team-wide time tracking.
- PTO Platform: Clockify offers a PTO platform for real estate agents to manage their time off requests and approvals.
- Advanced Dashboard Analysis: With Clockify’s advanced dashboard analysis, agents can get insights into their productivity, track their performance, and identify areas for improvement.
- Integrations: Clockify integrates with over 80 productivity apps, including Trello, Asana, and Slack, making it easy to integrate with your existing workflow.
Clockify offers a range of pricing plans to suit different needs and budgets. The tool is free to use, but it also offers several paid plans, including Basic, Standard, Pro, and Enterprise. The Basic plan costs $3.99 per user/per month (if billed annually), the Standard plan costs $5.49 per user/per month (if billed annually), the Pro plan costs $7.99 per user/per month (if billed annually), and the Enterprise plan costs $11.99 per user/per month (if billed annually).
Clockify has received high ratings from users, with an average rating of 4.5 out of 5 on Capterra and 4.7 out of 5 on Trustpilot. Users praise Clockify for its simplicity, ease of use, and excellent customer support. They also appreciate the tool’s flexibility and customization options, which allow them to tailor the software to their specific needs. However, some users have noted that the free plan has some limitations, such as the number of users and projects that can be added.
8. Sage Accounting: accounting software for real estate agents
Sage Accounting software is a comprehensive solution designed to help real estate and rental businesses manage their finances and real estate accounting tasks. Its features include expense tracking, financial reporting, tenant management, and integration with other real estate CRM. The software allows users to collaborate with an accountant, generate compliant VAT returns, and create sales invoices quickly.
Overall, Sage Accounting software offers a range of features that can help real estate businesses stay organized and efficient while also providing financial insights to make informed decisions. Whether it’s managing expenses, tracking rent payments, or generating financial reports, Sage Accounting software can simplify these tasks and help businesses focus on providing top-notch service to their clients.
- Invoicing: Sage Accounting offers invoicing features that allow agents to create and send professional invoices, track payments, and set up recurring invoices for regular clients.
- Bank Integration: The software provides seamless bank integration, allowing agents to connect their bank accounts and import transactions to reconcile their accounts.
- Expense Tracking: With Sage Accounting, agents can easily track expenses related to their business, such as office supplies, travel, and marketing expenses.
- Multi-Currency Support: The software supports multiple currencies, making it easy for agents to manage transactions with clients or vendors in different parts of the world.
- Tax Management: Sage Accounting simplifies tax management for real estate agents by automatically calculating taxes, generating tax reports, and providing access to tax professionals.
- Reports and Analytics: The software offers a range of reports and analytics, allowing agents to monitor their financial health, track their expenses, and manage their cash flow effectively.
- Integrations: Sage Accounting integrates with a range of popular apps such as Shopify, PayPal, and Stripe, allowing agents to streamline their workflow and increase productivity.
Sage pricing plans start at £12 per month (rising to £26 for a standard package and £33 for the Plus package), making Sage Accounting a cost-effective solution for real estate businesses that want to streamline their financial management.
Sage Accounting has received generally positive ratings from users, with an average rating of 4.1 out of 5 on Capterra and 4.3 out of 5 on Trustpilot. Users appreciate the software’s user-friendly interface and ease of use, making it accessible for businesses of all sizes. They also highlight the tool’s invoicing and bank integration features, which they find efficient and reliable. Users have also praised the excellent customer support, which provides prompt and helpful responses to any queries or issues. However, some users have noted that the software can be slow to load at times, and certain features can be challenging to set up or customize. Additionally, some users feel that the pricing plans can be expensive, especially for businesses that require more advanced features.
Beaconstac: A digital business card solution for real estate agents
In the rapidly evolving digital landscape, real estate agents need cutting-edge tools to stay ahead of the competition and establish meaningful connections with potential clients. And Beaconstac’s Digital Business Card is a game-changing solution that revolutionizes networking in the real estate industry. This solution harnesses the power of technology to provide a seamless and engaging networking experience. With a simple tap, real estate agents can effortlessly share their contact details and professional information with prospective clients.
- Contact sharing through Google and Apple Wallet pass, ensuring seamless access to real estate agents’ information on the go, directly from clients’ smartphones.
- Comprehensive card analytics provide valuable insights, such as the number of scans, contacts saved, and engagement metrics, enabling agents to refine their networking strategies based on data-driven decisions.
- Effortlessly create multiple digital business cards in bulk, saving agents valuable time and allowing them to efficiently manage their networking efforts at scale.
- Integrations with leading sales CRMs empower agents to track clients’ journeys, ensuring a personalized and streamlined experience throughout the sales process.
- Beaconstac’s Digital Business Card prioritizes data security and privacy, being SOC-2 Type II and GDPR compliant.
- A dedicated support team is readily available to assist users at every step.
Beaconstac offers multiple pricing plans. The base plan,, called the Solo plan, starts at $6 per month per user. For enterprise plans, you can contact their sales team.
Beaconstac is the highest-rated all-in-one QR Code solution on G2, with a rating of 4.9/5. It is also considered the safest and most advanced QR Code solution by G2. The QR Code platform has received an immense amount of positive reviews from businesses and enterprises. It is known for its intuitive interface, customizable features, and excellent support team.
What Type of Real Estate Software to Adopt?
In conclusion, the real estate industry is constantly evolving, and agents need to keep up with the latest trends and technology to stay ahead of the competition.
By incorporating the essential tools we’ve discussed in this blog post, agents can improve their productivity, streamline their workflow, and provide a better experience for their clients.
From collaboration and communication tools like Chanty and Trello to electronic signature software like DocuSign, and 3D virtual tour software like Matterport, these tools can help agents manage their tasks, communicate effectively, and showcase properties in an immersive way.
As we move further into 2023, it’s essential for real estate agents to stay up-to-date with the latest technology and tools to succeed in this fast-paced industry.